Portside Investment Advisors
Investment Management • 
Mequon, Wisconsin, United States • 1-10 Employees
Company overview
| Headquarters | 1009 W Glen Oaks Ln, Mequon, Wisconsin 53092, US |
| Phone number | +12625180347 |
| Website | |
| NAICS | 5231 |
| SIC | 621 |
| Founded | 2018 |
| Employees | 1-10 |
| Socials |
Key Contact at Portside Investment Advisors
Kathy Pederson
Director
Portside Investment Advisors Email Formats
Portside Investment Advisors uses 1 email format. The most common is {first initial}.{last name} (e.g., j.doe@portsideia.com), used 100% of the time.
| Format | Example | Percentage |
|---|---|---|
{first initial}.{last name} | j.doe@portsideia.com | 100% |
About Portside Investment Advisors
Portside is an independent Registered Investment Advisor providing Chief Investment Officer (CIO) services through consulting and/or discretionary management arrangements. Our portfolio management expertise is analyzing the entire multi-asset class portfolio, not just a single asset class. We use asset allocation to generate strong performance while controlling overall risk. Every discretionary portfolio is uniquely managed in relation to the client’s own objectives against a benchmark to verify value added performance net of expenses. Portside’s team is made up of experienced investment management professionals with decades of combined experience, not sales representatives.
Portside Investment Advisors revenue & valuation
| Annual revenue | $171,110 |
| Revenue per employee | $86,000 |
| Estimated valuation?This valuation is estimated based on industry average for the Investment Management industry and current estimated revenues | $547,552 |
| Total funding | No funding |
Employees by Management Level
Total employees: 1-10
Seniority
Employees
Funding Data
Portside Investment Advisors has never raised funding before.
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